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iShares 1-3 Year Treasury Bond ETF
SHY

Name Holding Trade Value Shares
Change 		Change in
Stake
CAMG
601
CWA Asset Management Group
Florida
$807K +$4.15K +50 +0.5%
AWE
602
Avidian Wealth Enterprises
Texas
$795K +$57.6K +694 +8%
RIS
603
Retirement Income Solutions
Michigan
$795K +$798K +9,617 New
WGCA
604
Wolf Group Capital Advisors
Virginia
$790K +$791K +9,540 New
RA
605
RFG Advisory
Alabama
$788K +$71.3K +859 +10%
MP
606
McDonald Partners
Ohio
$783K – – –
OA
607
Oxbow Advisors
Texas
$781K +$783K +9,435 New
PCM
608
Passive Capital Management
Maryland
$775K – – –
WCG
609
Weaver Consulting Group
California
$775K +$477K +5,754 +160%
AWA
610
Arete Wealth Advisors
Illinois
$770K +$123K +1,484 +19%
SC
611
Sinecera Capital
Texas
$763K -$5.14K -62 -0.7%
BMCM
612
Bryn Mawr Capital Management
Pennsylvania
$758K +$72.9K +879 +11%
ACA
613
Atlas Capital Advisors
Wyoming
$757K +$149K +1,793 +24%
AIM
614
Alhambra Investment Management
Florida
$749K -$441K -5,310 -37%
W
615
WealthOne
New York
$749K +$83.3K +1,004 +12%
FTC
616
Farmers Trust Company
Ohio
$745K +$747K +9,000 New
LWCFA
617
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$731K +$733K +8,834 New
MIFH
618
Migdal Insurance & Financial Holdings
Israel
$730K +$5.23K +63 +0.7%
FPCP
619
Fort Point Capital Partners
California
$729K -$2.32M -28,010 -76%
JCM
620
Jacobi Capital Management
Pennsylvania
$725K -$24.9K -300 -3%
EPA
621
Element Pointe Advisors
Florida
$712K -$7.88K -95 -1%
WPWM
622
Windward Private Wealth Management
Kansas
$707K -$1.1M -13,250 -61%
HWMA
623
Heritage Wealth Management (Arizona)
Arizona
$705K +$706K +8,507 +283,567%
DWA
624
Delos Wealth Advisors
Texas
$698K +$15.6K +188 +2%
DWM
625
Destination Wealth Management
California
$698K +$700K +8,432 New
23 24
25
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